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smith-texas
Level 1

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

 
14 Comments
Rustler
Level 15

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

No, and there are other things missing too

a non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt
(cost comparisons are at the end of the article)

 

Malcolm Ziman
Level 10

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

You can use Recurring Transactions or they have a beta in Labs, called Routines, where you can set yourself reminders and auto-send reminders for overdue invoices

AAPF1
Level 1

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

Recurring transactions can set to “reminders” and established with a recurring date. For instance I set reminders for filing 1099’s by 1/31/20 and for filing non profit tax form 990 N by 11/15120 for next year. 

CFOPres
Level 2

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

I'm wanting to use this for reminder to do something not transaction related.  I could create an imaginary journal entry that I don't ever really enter but just skip and go to next reminder.  Any other thoughts or suggestions?

Ashley H
QuickBooks Team

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

Thanks for the response, @CFOPres.

 

I'm going to submit feedback to our Product Development Team about bringing in a feature that will allow you to have reminders or calendar notifications in QuickBooks Online. You can visit our Blog to see new features for our Products as well as seeing what's coming in the future!

 

If you have any other questions or concerns, please let me know. Have a beautiful day.

 

 

 

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NDSP
Level 2

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

Hi,

I am also in having reminders, to do, calendar maybe with Staring date and due date, It shouldn't be too complicated, Hope quickbooks add this to future updates.

Cheers.

Nelson

Fiat Lux - ASIA
Level 15

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

@NDSP @CFOPres 

For the time being, explore a task management app to integrate with QBO. I noticed there is an app with starter plan option for free.

NDSP
Level 2

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

Thanks for your message, just noticed my previous message was missing a few words. Could you give me the name of the app?

 

Cheers.

 

Nelson

gayatriluthfias20
Level 6

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

Wholesale Vinyl Fencing dot net
Level 1

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

This would be so cool! Instead of using a CRM just add that functionality to QB. I want a calendar reminder for customer files so my sales reps can follow up on leads, set tasks, follow up on shipping, delays, whatever. Just as simple as adding a tab next to the customer details tab that says CALENDAR. In there you can set dates, add notes and set a reminder. 

Wholesale Vinyl Fencing dot net
Level 1

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

OMG! If you guys could add a tab, in the customer file that says CALENDAR. In there a place to add dates, notes and reminders!! That would be awesome. 

 

Or offer Full CRM functionality and not through an app

WinMill Roofing
Level 1

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

Yes please, Calendar under Customers is a great idea! Or anywhere in the software for that matter.

Joesem M
QuickBooks Team

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

I appreciate you joining this thread, @WinMill Roofing.

 

I can see how these additional options and functionality would be helpful for both you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates.

 

Here’s how to send a product request: 

 

1. Click the Gear icon.

2. Select Feedback.

3. Enter your suggestion.

4. Click Next.

5. Click Skip and send message.

6. Select a Category.

7. Click Send message.

 

You can also send your feedback by going to the following link: QuickBooks Online Feature Requests.

 

Meanwhile, I'm adding these essential materials for QuickBooks. It provides articles, tutorials, blogs, and an overview of the product.

 

 

Please let me know if I can be of additional assistance or should you have any follow up questions. I’ll be here to help. Have a good one!

 

Fiat Lux - ASIA
Level 15

Is there reminders, calendar, or to do list with quickbooks online?? I just switched from the desktop version to online and can't find it.

@WinMill Roofing 

If you are running a field service business, consider an additional app to integrate with your QBO. It offers more specific features than a mere task management app.

https://jobber.grsm.io/quickbooks

https://www.knowify.com/contractor-business-software?advisor=Advisor16374

https://www.builderprime.com/?via=quickbooks

 

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